Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,912 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lsp Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,500
shares
|
$3.41 Million
2.53% of portfolio
|
Q3 2021
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
15,459
shares
|
$3.41 Million
0.82% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
15,420
shares
|
$3.4 Million
1.4% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,398
shares
|
$3.39 Million
0.36% of portfolio
|
Q2 2025
Added 76.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
15,370
shares
|
$3.39 Million
0.43% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
15,361
shares
|
$3.38 Million
1.09% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
15,314
shares
|
$3.37 Million
3.23% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
15,275
shares
|
$3.37 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
15,238
shares
|
$3.36 Million
0.93% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
15,225
shares
|
$3.35 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
15,221
shares
|
$3.35 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
15,186
shares
|
$3.35 Million
0.26% of portfolio
|
Q2 2025
Added 21.15%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,114
shares
|
$3.33 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,053
shares
|
$3.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
14,996
shares
|
$3.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,876
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 43.42%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,864
shares
|
$3.27 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
14,855
shares
|
$3.27 Million
0.22% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
14,853
shares
|
$3.27 Million
0.77% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
14,836
shares
|
$3.27 Million
1.44% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
14,827
shares
|
$3.27 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,805
shares
|
$3.26 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,800
shares
|
$3.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
14,740
shares
|
$3.25 Million
0.06% of portfolio
|
Q2 2025
Added 8.18%
|